Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.16%
3 year
14.25%
5 year
8.51%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
13.06%
Sharpe
1.10
Sortino
1.95
Max drawdown
-28.49%
Best month
17.70%
Worst month
-17.20%
Beta vs VTIAX
1.09
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.